FFA

First Foundation Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 18.29%
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$27.2M
3
+$11.2M
4
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$10.9M
5
ORCL icon
Oracle
ORCL
+$8.56M

Top Sells

1
+$12.2M
2
+$8.21M
3
+$5.43M
4
QCOM icon
Qualcomm
QCOM
+$2.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.11M

Sector Composition

1 Consumer Staples 17.16%
2 Financials 16.47%
3 Healthcare 12.12%
4 Technology 10.92%
5 Energy 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.78%
333,011
+14,875
27
$10.9M 1.7%
+251,968
28
$10.7M 1.67%
166,205
+7,202
29
$10.1M 1.57%
244,942
+17,273
30
$9.77M 1.52%
185,758
+10,252
31
$9.33M 1.45%
613,659
+18,214
32
$9.27M 1.44%
122,760
+4,388
33
$9.18M 1.43%
75,588
+50,338
34
$9.13M 1.42%
275,217
+258,123
35
$9.04M 1.41%
789,770
+13,222
36
$6.66M 1.04%
115,366
+9,500
37
$6.38M 0.99%
625,795
-7,511
38
$5.84M 0.91%
67,856
+36,832
39
$3.52M 0.55%
129,048
+5,631
40
$3.35M 0.52%
196,616
+3,360
41
$2.69M 0.42%
93,578
-20,604
42
$2.46M 0.38%
14,618
+2,781
43
$2.39M 0.37%
78,150
+42,658
44
$2.21M 0.34%
13
-1
45
$1.96M 0.3%
64,092
+1,328
46
$1.94M 0.3%
100,332
+7,441
47
$1.67M 0.26%
121,050
+10,500
48
$1.62M 0.25%
70,949
-1,676
49
$1.57M 0.24%
40,673
+7,626
50
$1.57M 0.24%
20,722
+15,820
1
2
3 4 5